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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-08 |
Branch Locations
Laguna Niguel, CA • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crawford Investment Counsel, Inc | Atlanta | GA | 08/2013 | 01/2021 |
| Narrow Gate Wealth Management Llc | Dana Point | CA | 04/2021 | 08/2022 |
| Mariner Independent | San Juan Capistrano | CA | 08/2022 | 03/2026 |
| Narrow Gate Wealth Management | San Juan Capistrano | CA | 08/2022 | 03/2026 |
| Lifeworks Advisors, Llc | Laguna Niguel | CA | 04/2026 | Present |
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